You will be progression mortgage applications through to completion, contacting solicitors, lenders, Mortgage Consultants and customers to obtain up to date relevant information.
The Finance Administrator will work as part of the Pensions team and fulfil a specific role which will be task oriented, carrying out clearly defined accounts orientated activities.
Maintain and develop good business relationships with internal and external customers
Ensure clients receive regular and effective communication which is professional and delivered to the highest standards
We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.
Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression.